Research

Vodafone target/ model update: The UK ups and the German downs

Altice France: Key questions from the Q1 25 results and model update

Altice France updated Post Q1 25 model

EchoStar Certified More Licenses

Global Telecoms Multiples 2025-05-30

Liberty Latin America: Feedback from call with CFO

EchoStar Defaulting on Interest Payment

Bible 1Q25 – Foundries: Upside at TSMC, others at risk.

Soitec: Inventory correction deepening; secular growth profile unchanged. Buy, €55.

Bible 1Q25 – Semicap: Not everyone can gain market share.

AT&T: what exactly are they buying from Lumen

SATS Proceedings: First FCC Filings

AT&T / Lumen Deal Analysis

Recent Adjustments in JD Subsidy Policy - The Economics of Food Delivery

European Tariff Tracker May25

Nvidia gains share in AI Ethernet, but loses share in AI networking, benefiting Arista

Nvidia 1FQ26: Monster beat ex-China curbs. Has come, the time of inference - Buy, $200 TP

Court Overturns Trump Tariffs

NTT to acquire SBI Sumishin Bank and a minority stake in SBI Holdings

EchoStar: initial comments in FCC inquiries are out